# Integrated Financial Consulting

Integrated Financial Consulting is a Bank / Wealth / Trust based in Airmont, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Airmont, United States
- **Region:** North America
- **Address:** Airmont, NY, United States
- **Founded:** 2001
- **Assets under management:** Undisclosed
- **Website:** integratedfinancialconsulting.com
- **LinkedIn:** https://www.linkedin.com/company/integrated-financial-consulting

## Regulatory record

- **CRD number:** 130920
- **SEC file number:** 801-107136
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/130920

## About

Founded in 2001 in Airmont, New York, Integrated Financial Consulting is a registered investment advisor built to serve the financial planning and investment management needs of individuals and trusts. The firm operates from a single location in Rockland County, positioning itself as a local provider of personalized wealth advisory rather than a multi-jurisdictional platform. Its client base includes high-net-worth individuals, with services spanning portfolio management, financial planning, and tax guidance. Integrated Financial Consulting's strategy centers on direct client relationships and discretionary portfolio management. Its geographic footprint is concentrated in the New York metropolitan area, specifically the northern suburbs of Rockland County and neighboring New Jersey and Hudson Valley communities. The firm does not publicly disclose AUM or team size, and no recent operational announcements, fund closes, or personnel moves have been reported. Adjacent vehicles such as operational businesses, philanthropic foundations, or real-asset arms are not known. In August 2023, a trust registration filing identified the firm at its Airmont address, confirming a continuous advisory presence focused on trust accounts, though no further public updates on strategy or leadership are available. Integrated Financial Consulting's structural differentiator lies in its simplicity. In a consolidating industry where tuck-in RIA acquisitions and institutional platform roll-ups are common, the firm appears to remain a single-office, founder- or principal-led practice. Its architecture — pure RIA without broker-dealer affiliation or proprietary product shelf — aligns incentives with clients under the fiduciary standard, though its limited public profile makes succession and long-term continuity the key governance question for existing trust relationships.

## Questions

### What services does Integrated Financial Consulting provide?

The firm provides investment advisory services including financial planning, tax advice, and discretionary portfolio management. It serves individuals, high-net-worth individuals, and trusts, focusing on personalized wealth advisory rather than institutional asset management.

### Is Integrated Financial Consulting a fiduciary?

As a registered investment advisor (RIA), the firm operates under the fiduciary standard mandated by the Investment Advisers Act of 1940. This means it is legally required to act in the best interest of its clients and disclose any conflicts of interest.

### Does Integrated Financial Consulting manage institutional capital or private funds?

There is no public evidence that the firm manages institutional separate accounts, private funds, or alternative investment vehicles. Its disclosures and registrations point exclusively to advisory services for individual and trust clients.

### Where does Integrated Financial Consulting's client base come from?

The firm's client base is concentrated in the New York metropolitan area, primarily drawing from Rockland County, New York, and adjacent communities in northern New Jersey and the Hudson Valley.

## Related profiles

- [Integras Partners](https://altss.com/profile/integras-partners)
- [Integrated Financial Group Advisory (IFGA)](https://altss.com/profile/integrated-financial-group-advisory-ifga)

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Last updated: 2026-08-11T02:43:31.692Z

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